American Federation of State County AND MUNICIPAL EMPLOYEES LOCAL 3299 (EIN 943306474) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1998

Legal Domicile

Principal Officer

KATHRYN LYBARGER

Phone

5108441160

Tax Period

2023-01-01 to 2023-12-31

American Federation of State County AND MUNICIPAL EMPLOYEES LOCAL 3299, founded in 1998, is a mid-sized nonprofit that reported $21.6M in total revenue in fiscal year 2023.

Mission

TO PROTECT AND PRESERVE THE UNION AS A WHOLE IN THE PERFORMANCE OF ITS LEGAL AND CONTRACTUAL OBLIGATIONS.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $21,513,149

Investment Income $132,959

Other Revenue $3,180

TOTAL REVENUE $21,649,288

Expense Breakdown

Grants Paid $3,230,825

Salaries & Benefits $11,582,000

Fundraising Expenses $0

Other Expenses $6,379,352

TOTAL EXPENSES $21,192,177

Year-over-Year Comparison

	2023	2022	Change
Revenue	$21,649,288	$20,184,566	+0.1%
Expenses	$21,192,177	$16,939,420	+0.3%
Net Income	$457,111	$3,245,146	-0.9%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✓ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

194

Volunteers

N/A

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$189,669

Total Directors

$291,842

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Elizabeth Perlman	Executive Director	40.0	Highest	$190,979	$68,804	$259,783
Seth Newton Patel	Deputy Director of Strategy	40.0	Highest	$166,407	$64,340	$230,747
Marisa Salgado	Field Director	40.0	Highest	$153,710	$57,688	$211,398
Ching Lee	Deputy Director Growth & Orga	40.0	Highest	$166,345	$43,014	$209,359
FOLA SAWYERR	CONTROLLER	40.0	Highest	$161,941	$40,502	$202,443
Michael Avant	VICE PRESIDENT/E-board Member	10.0	Officer Director	$73,793	$0	$73,793
Monica Deleon	Secretary-Treasurer	10.0	Officer Director	$63,796	$0	$63,796
Kathryn Lybarger	President/E-Board Member	10.0	Officer Director	$47,280	$0	$47,280
Jose Gallardo	E-Board Member	4.0	Director	$14,450	$0	$14,450
Jesus Hernandez	E-Board Member	4.0	Director	$13,022	$0	$13,022
Andrew Martinez	E-Board Member	4.0	Director	$5,412	$0	$5,412
Serafin Zamora	E-Board Member	4.0	Director	$4,460	$0	$4,460
Francisco O Garcia	E-Board Member	4.0	Director	$3,972	$0	$3,972
MARIA SANDOVAL	E-Board Member	4.0	Director	$3,304	$0	$3,304
Davina Woods	E-Board Member	4.0	Director	$3,139	$0	$3,139
Agnes Suarez	Recording Secretary/E-Board	4.0	Director	$3,019	$0	$3,019
NORA ALVAREZ	E-Board Member - PAST	4.0	Director	$2,697	$0	$2,697
Katharine Mason	E-Board Member	4.0	Director	$2,400	$0	$2,400
Kevin Parks	E-Board Member	4.0	Director	$2,400	$0	$2,400
Teresa Ramos	E-Board Member - PAST	4.0	Director	$2,400	$0	$2,400
Monica Martinez	Patient Care Unit VP/E-BOARD	6.0	Officer Director	$2,400	$0	$2,400
Rosa Avalos	E-Board Member	4.0	Director	$2,400	$0	$2,400
Denise Barnes	E-Board Member	4.0	Director	$2,400	$0	$2,400
Oralia Palma	E-Board Member	4.0	Director	$2,400	$0	$2,400
Enrique Rosas	Service VP/E-Board Member	4.0	Officer Director	$2,400	$0	$2,400
Linda Scott	E-Board Member	4.0	Director	$2,400	$0	$2,400
Susan Williams	E-Board Member	4.0	Director	$2,400	$0	$2,400
Ruth Zolayvar	E-Board Member	4.0	Director	$2,400	$0	$2,400
Kathreen Bedford	E-Board Member	4.0	Director	$2,400	$0	$2,400
AGNES CASTRO	E-Board Member	4.0	Director	$2,400	$0	$2,400
JAMES CLARK	E-Board Member	4.0	Director	$2,400	$0	$2,400
KENNARD HARRIS	E-Board Member - PAST	4.0	Director	$2,400	$0	$2,400
Christina Banuelos	E-Board Member	4.0	Director	$2,400	$0	$2,400
Rosemarie Fejerang	E-Board Member - Past	4.0	Director	$2,200	$0	$2,200
BLANCA CENTENO	E-Board Member - PAST	4.0	Director	$2,200	$0	$2,200
Jacob Creer	E-Board Member	4.0	Director	$1,876	$0	$1,876
Michael Lawrence	E-Board Member	4.0	Director	$1,200	$0	$1,200
Leticia Loza	E-Board Member	4.0	Director	$1,167	$0	$1,167
Rodney Enis	E-Board Member	4.0	Director	$1,000	$0	$1,000
Elrika Aritonang	E-Board Member	4.0	Director	$965	$0	$965
Elisa Escamilla	E-Board Member	4.0	Director	$955	$0	$955
Darwin I Beleton Arriaza	E-Board Member - Past	4.0	Director	$800	$0	$800
Michael Ammons	E-Board Member	4.0	Director	$469	$0	$469
Rosalba Montoya	Executive Board	4.0	Director	$466	$0	$466
Edmar Duenas	E-Board Member	4.0	Director	$200	$0	$200
Carmen Lee	E-Board Member	4.0	Director	$200	$0	$200
Aaron Metcalf	E-Board Member	4.0	Director	$200	$0	$200
Fernando Serrato	E-Board Member	4.0	Director	$200	$0	$200
Miguel Alvarez	E-Board Member	4.0	Director	$200	$0	$200
Joyce Atoigue	E-Board Member	4.0	Director	$200	$0	$200
Natisha Booker	E-Board Member	4.0	Director	$200	$0	$200
Te'ondra Browne	E-Board Member	4.0	Director	$200	$0	$200
Debra Gutierrez	Executive Board	4.0	Director	$200	$0	$200

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	No data	No data	No data	No data
2023	$21,649,288	$21,192,177	$31,453,875	$457,111
2022	$20,184,566	$16,939,420	$27,476,042	$3,245,146
2021	$18,501,735	$14,797,672	$23,635,820	$3,704,063
2020	$18,969,074	$13,362,834	$20,687,705	$5,606,240
2019	$17,717,445	$14,951,607	$15,788,760	$2,765,838
2018	$18,475,228	$18,840,212	$11,233,420	$-364,984

American Federation of State County AND MUNICIPAL EMPLOYEES LOCAL 3299